Summit Wealth & Retirement Planning, Inc. Dimensional ETF Tr U S Core Eq Transaction History

Summit Wealth & Retirement Planning, Inc.

  • $356 Million
  • Q2 2025

A detailed history of Summit Wealth & Retirement Planning, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Summit Wealth & Retirement Planning, Inc. holds 6,885 shares of DFAC stock, worth $267,138. This represents 0.07% of its overall portfolio holdings.

Number of Shares
6,885
Previous 6,101 12.85%
Holding current value
$267,138
Previous $201,000 22.39%
% of portfolio
0.07%
Previous 0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
BUY
$29.12 - $35.84 $22,830 - $28,098
784 Added 12.85%
6,885 $246,000
Q1 2025

May 05, 2025
BUY
$32.42 - $36.13 $9,045 - $10,080
279 Added 4.79%
6,101 $201,000
Q4 2024

Jan 28, 2025
BUY
$33.92 - $36.6 $197,482 - $213,085
5,822 New
5,822 $201,000

Others Institutions Holding DFAC

# of Institutions
1,135
Shares Held
835M
Call Options Held
36.6K
Put Options Held
7.1K
View Full List

About DIMENSIONAL ETF TR U S CORE EQ

DFAC Quotes by TradingView
  • Ticker DFAC
  • Sector ETFs
  • Industry ETFs
More about DFAC
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